Fund comparison · from official SEC filings
AXBAX vs CBURX: how much do they overlap?
Columbia Capital Allocation Aggressive Portfolio and Columbia Income Builder Fund
vs
Shared holdings
Company
AXBAX
CBURX
C
CUGYXCOLUMBIA QUALITY INCOME-I3
3.30%
26.45%
C
CHYYXCOLUMBIA HIGH YIELD BOND-I3
1.92%
6.97%
C
CEBYXCOLUMBIA EMERG MKTS BND-I3
0.97%
6.00%
C
CRIYXCOLUMBIA SEL CORP INC-I3
3.43%
5.45%
Only in AXBAX
C
COFYXCOLUMBIA CONTRARIAN CORE-I3
15.50%
C
CLEYXCOLUMBIA CORNERSTONE EQ-I3
14.87%
C
CGFYXCOLUMBIA CORNERSTONE GR-I3
14.06%
C
COSOXCOLUMBIA OVERSEAS CORE-I3
13.33%
C
CDEYXCOLUMBIA INTRINSC VALUE-I3
13.18%
E
ECONCOLUMBIA RESEAR ENH EM ECON
4.07%
C
CRUXCOLUMBIA CORE BOND ETF
3.93%
C
CEKYXCOLUMBIA EMERG MRKTS-I3
3.34%
?
—COLUMBIA SHORT TERM CASH FUND
1.90%
C
CLAZXCOLUMBIA MULTI-STR ALT-I
1.90%
C
CCFYXCOLUMBIA COMMODITY STRAT-I3
1.53%
C
CSSYXCOLUMBIA SEL SM CAP VAL-I3
1.35%
C
CSGYXCOLUMBIA SMALL CAP GRW-INST3
1.32%
?
—Chicago Mercantile Exchange
0.34%
?
—The Montreal Exchange/Bourse De Montreal
0.13%
Z
Z M6FTSE 100 IDX FUT Jun26
0.11%
?
—ICE Futures U.S., Inc.
0.08%
?
—Barclays Capital, Inc.
0.02%
?
—Wells Fargo Securities LLC
0.02%
?
—Citigroup Global Markets, Inc.
0.01%
?
—HSBC Bank Co. Ltd.
0.00%
?
—UBS Securities LLC
0.00%
M
MS F 01.12.29MORGAN STANLEY BANK NA
0.00%
?
—JPMorgan Chase Bank NA
-0.00%
C
CFK6CAC40 10 EURO FUT May26
-0.04%
Only in CBURX
C
CFRYXCOLUMBIA FLOATING RATE-I3
9.99%
C
CDOYXCOLUMBIA DIVIDEND OPPORT-I3
9.16%
C
CMOYXCOLUMBIA MORTGAGE OPPORT-I3
6.97%
C
CLSYXCOLUMBIA INTL DIV INC-INST3
6.08%
?
—COLUMBIA DIVIDEND INCOME FUND
6.07%
S
SBNDCOLUMBIA SHRT DUR BND ETF
4.85%
D
DIALCOLUMBIA DIVERS FIX INC ETF
3.56%
C
CSVYXCOLUMBIA SM CAP VAL DISC-I3
3.02%
C
CSFYXCOLUMBIA CONVERT SECUR-I3
2.04%
H
HYSDCOLUMBIA SHRT DUR HI YLD ETF
1.93%
C
CREYXCOLUMBIA REAL EST EQTY-I3
1.01%
C
CUTYXCOLUMBIA US TRSRY INDX-I3
0.44%
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Unwrap your portfolio →Other comparisons you might like
AXBAX vs ABUAXColumbia Capital Allocation Moderate Portfolio
74% overlap
AXBAX vs ABDAXColumbia Capital Allocation Conservative Portfolio
38% overlap
CBURX vs ABDAXColumbia Capital Allocation Conservative Portfolio
25% overlap
CBURX vs ABUAXColumbia Capital Allocation Moderate Portfolio
16% overlap
AXBAX vs IMRFXColumbia Global Opportunities Fund
5% overlap
AXBAX vs CARYXColumbia Adaptive Risk Allocation Fund
3% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.